Hello there, JustineEFI. I appreciate your prompt response and adding a screenshot when saving a customized report.
Allow me to join the thread and provide information when running a report in QuickBooks Online (QBO).
With the new update of the report feature, saving a customized report into a new one is no longer an option. As a workaround, you may need to go to the Standard tab. Then, create and customize the information you want to generate on the report.
Here at Intuit, our goal is to address the needs of every QuickBooks user around the globe and ensure you get the best experience possible. I can see the inconvenience this has caused you when customizing a report. While we continue to make your experience with us even better, in the meantime, I recommend sending this request straight to our product engineers through feedback. It helps us improve the features of the program.
To send feedback, follow the below steps:
- Go to the Gear icon at the top.
- Select Feedback.
- Enter your comments or product suggestions.
- Then select Next to submit feedback.
To be updated with the recent and upcoming changes for QuickBooks products, visit this link: QuickBooks New Features and Innovations.
In case you want to use reports outside of QuickBooks in the future, you can export them to excel. For more details, see this article: Export your reports to Excel from QuickBooks Online.
If there's anything else you need help with, please let me know by commenting below. I'm always here to answer any questions you may have. Take care.
